A new role has emerged with a major client in Bermuda who specialize in trust administration, estate and succession planning, corporate and custody services for international High Net Worth Families. They have an international reputation for excellent client service delivered by highly skilled professionals. 

Due to on-going business growth and increasing complexity of trusts under management, the group is looking to recruit a Senior Trust Administrator to join the team. 

Duties and Responsibilities:

• Assist the lead trust representative for assigned list of client portfolios

• Liaise directly with clients, advisors, relationship/investment managers and intermediaries with respect to new, existing and transferred/terminated trust structures

• Preparation and meeting attendance with family representatives, advisors and investment managers

• Daily administration of trust structures (including payment/distribution requests, transaction processing, reviewing investment activities, resolutions, fee agreements, bank accounts, fiduciary/compliance reviews, trust financial statement reviews, filing, etc.)

• Ensure trust administration database up to date at all times

• Escalation of issues to senior trust personnel; assisting with internal/external audit inquiries; management reporting

• Time sheet recording and review of client portfolio billings

• Any other duties as requested by management (including covering colleagues in times of absence/business

travel)

Minimum Qualifications, Required Skills and Expertise:

• A TEP designation or equivalent qualification (preferred but not required)

• Minimum of 4 years’ experience in administering complex trust and corporate structures

• Ability to interact with clients, portfolio managers and service providers

• Must possess strong administrative skills with a willingness to process general tasks relating to Trustee

services

• Excellent communication and interpersonal skills

• Strong analytical skills, work ethic and deadline orientated

• Exposure to multi-jurisdictions and tax considerations required

• Ability to multi-task and work flexibly as part of a team demonstrating strong organizational and time

management skills with the capability to thrive under pressure

• Proficiency with Microsoft Suite applications, Viewpoint and Outlook

• Willingness to work extended hours is essential to cater to clients operating in different time zones

• Proven ability to exercise discretion and confidentiality

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